Client Welcome Package & Offboarding Bundle

$97.00

Ready to impress clients from beginning to end?

Start and end your service off in a branded and beautiful style with this customizable Onboarding & Offboarding Package!

This is a simple, modern design Client Welcome Package / Kit for Event and Wedding Planners. The bundle is easy to use and customize, perfect for wedding planners looking for a comprehensive package of documents to offer new and potential clients. With everything you need to help your brand shine with original marketing content and templates that will guide your event planning clients through every step of your process, you cannot go wrong.

WHAT YOU GET:

    • Client Welcome & Onboarding Guide
    • Client Goodbye & Offboarding Guide
    • Proposal
    • Brochure
    • Client Questionnaire
    • Email Response Templates

Client Welcome Letter & Guide

CANVA TEMPLATE

This "Event Planning Client Welcome Letter" template is perfect for welcoming new clients to your company in style. The CANVA template is easy to use and can be quickly downloaded as a PDF document to email or upload to your CRM. Use this template to enhance your image, brand, and credibility to new clients!

This template includes:

  • Pre-written copy to inspire your own content!
  • Completely editable to suit your brand
  • Checklist template for on-boarding new clients
  • Options for welcoming new clients to your business and introducing them to your team

Client Goodbye Packet & Guide

CANVA TEMPLATE

This "Event Planning Client Goodbye Packet" template is perfect for saying goodbye to your clients in style.

As an event planner, crafting memorable experiences is your forte, and so is saying goodbye in a way that leaves a lasting impression. Our Client Goodbye Package and Guide have been meticulously designed to elevate your farewell game, ensuring that the end of each event is as remarkable as its beginning.

What's Inside:

  • Customizable Farewell Letter
  • Farewell Gift Card Mockup
  • Step-by-Step Resource Guide
  • Client Feedback Template
  • Referral Request & Access to Past Files
  • And much more!

Why You Need It: This is what your business need to leave a lasting impression, streamline your farewell process and build stronger client relationship. Say goodbye with flair and professionalism. Elevate your farewells with the Event Planner's Farewell Kit today!

Wedding Planner Client Questionnaire | Google Form

Designed specifically for a Wedding Planning Business.

This is a simple, modern-design, client questionnaire for your couples. The document is created in Google Forms which is easy to use and customize, perfect for wedding planners looking for a way to gather all the information they need from their clients before the big day or putting together a more comprehensive proposal.

This questionnaire is also perfect for helping you develop your event planning timeline based on your customer's needs.

Event Planning Proposal Template

CANVA TEMPLATE

Event planning proposals are the details of your services applied to your client's vision, and they’re either winning you business or opening the door for your competitors to slide in. Are you using a proposal template to make this process fast, easy, and simple for potential clients to make a decision to hire you?

This completely customizable, clean, minimalist template is just what your business needs.

Use this template to tell your customers a story about your business and why they should hire you. Show them that you understand their vision by presenting customized packages and most importantly, get them excited about your services!

This template also helps you to outline your payment structure and important deadlines such as when the proposal expires!

Our proposal template works FOR YOU.

Event Planner Marketing Brochure

CANVA TEMPLATE

This classic introductory CANVA brochure is perfect for event planners and wedding planners looking to quickly highlight few key events to wow new and/or potential clients. Think of this as a quick peek at your past events that a potential client can swoon over until you send them an official proposal.

BONUS: Also includes written copy to inspire your own summaries!

This can also be used as an autoresponder attachment for your client management systems such as Aisle Planner, HoneyBook or Dubsado. Write your automated email, and attach the PDF version of this document to get clients excited before they even speak to you!

The document is easy to use and customizable on CANVA, perfect for wedding planners looking for a way to showcase their past events and the value they provide to clients. This can be downloaded as an image, PDF or video.

Email Response Templates for Wedding Planners

Do you ever feel stuck trying to find the right words to send to clients? Our email response templates can help!

Save time from having to type the same email over and over again. You can add these emails to a client relationship management system such as HoneyBook and automate the process from Inquiry to the End of the Event.

These are tried and tested with our clients

Description

Ready to impress clients from beginning to end?

Start and end your service off in a branded and beautiful style with this customizable Onboarding & Offboarding Package!

This is a simple, modern design Client Welcome Package / Kit for Event and Wedding Planners. The bundle is easy to use and customize, perfect for wedding planners looking for a comprehensive package of documents to offer new and potential clients. With everything you need to help your brand shine with original marketing content and templates that will guide your event planning clients through every step of your process, you cannot go wrong.

You’ll never have to worry that you’ve missed something because this kit includes everything from professional tips, tools for up-selling, and subtle ways to impress your ideal client.

WHAT YOU GET:

  • Client Welcome & Onboarding Guide
  • Client Goodbye & Offboarding Guide
  • Proposal
  • Brochure
  • Client Questionnaire
  • Email Response Templates

When you present your clients with a detailed Welcome Kit, their minds will be set at ease knowing that you’ve put so much thought into their event. You’ll build instant rapport and immediately get them thinking about working with you. This kit was designed to make selling easy and effective.

INSTANT DOWNLOAD

REQUIREMENTS
– Free Canva Account
– Knowledge of Canva

DISCLAIMER:
EventPlanningTemplates.com will not be held responsible for any issue related with the usage or the content of this template. It is your responsibility to check the text carefully and modify it to suit your needs (add and subtract information), in accordance with the laws of your State or Country. This content is not meant to provide you with complete information and it is not intended to be legal advice.